Bank & Financial

Magazine articles on banks, brokerages, and credit card companies.

Old Articles: <Older 6821-6830 Newer>

U.S. Banker January 2007 Lee Conrad	Another Collection Instrument For NSF-Fee Scofflaws From the Office of Irony: People who rack up non-sufficient-funds fees sometimes don't pay them. But banks are becoming more aggressive than ever in finding ways to collect.
U.S. Banker January 2007 Lee Conrad	De Novos: More Startups Seek Perks Of Being Holding Company Bank startups have been on a tear over the past year, largely because they represent a profitable investment opportunity.
Bank Technology News January 2007 John Adams	Lead Generation: Family First Finds Tailor-Made Sales Prospects A Chicago mortgage lender is utilizing a new "e-Bay-style" online exchange for mortgage leads that lets institutions set the time and place for bidding on leads.
Bank Technology News January 2007 Glen Fest	Mortgage: Platforms Bearing Wholesale Changes For financial institutions, improving the mortgage channel's visibility and speed can attract more third-party brokers and lay the groundwork for better customer data.
Bank Technology News January 2007 John Adams	Branch Automation: Helping Customers To Help Themselves Buoyed by the success of user-driven automated service at airports and supermarkets, firms like Source Technologies and NCR are selling the idea to financial firms.
Bank Technology News January 2007 John Adams	Paperless Mortgages: The Broker Pens Her Own Program Hawaiian mortgage broker Donna Iwane was frustrated by cumbersome processing, so she developed a Web application that creates loan proposals in less than a minute.
Financial Advisor January 2007	Frontline News Advisors Wrestle With Growing Pains... CFP Accepting Grant Applications... One In Five Americans Are... Community Foundations Struggling, Poll Says... Retirement Planning Software Is Upgraded... etc.
Financial Advisor January 2007 Tracey Longo	Amazing Relationships While the great service experiences financial advisors are delivering will vary depending on a firm's principles and its client base, what they share is the ability to provide meaningful communication and client-centric assistance in a timely fashion.
Financial Advisor January 2007 Andy Gluck	Deconstructing Advisors' Marketing Conundrum Here is an interview with co-author Jaynie Smith with tips from her book, Creating Competitive Advantage on how financial advisors can market their firms more effectively.
Financial Advisor January 2007 Grove & Prince	Identifying Wealth Protection Opportunities Here is a review of a blind case study focusing principally on the two elements of wealth protection -- asset protection and family security.
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